Caymus Capital Partners as of March 31, 2019
Portfolio Holdings for Caymus Capital Partners
Caymus Capital Partners holds 22 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anadarko Petroleum Corporation | 12.3 | $55M | 1.2M | 45.48 | |
| Noble Energy | 9.8 | $44M | 1.8M | 24.73 | |
| Antero Res (AR) | 7.9 | $36M | 4.0M | 8.83 | |
| Occidental Petroleum Corporation (OXY) | 7.0 | $31M | 475k | 66.20 | |
| Concho Resources | 6.5 | $29M | 262k | 110.96 | |
| Diamondback Energy (FANG) | 6.2 | $28M | 277k | 101.53 | |
| Encana Corp | 6.0 | $27M | 3.8M | 7.24 | |
| Marathon Oil Corporation (MRO) | 5.4 | $24M | 1.5M | 16.71 | |
| Pdc Energy | 5.0 | $23M | 560k | 40.68 | |
| Wpx Energy | 4.0 | $18M | 1.4M | 13.11 | |
| Range Resources (RRC) | 3.4 | $15M | 1.4M | 11.24 | |
| Cimarex Energy | 3.4 | $15M | 217k | 69.90 | |
| Parsley Energy Inc-class A | 3.4 | $15M | 786k | 19.30 | |
| Oasis Petroleum | 2.9 | $13M | 2.2M | 6.04 | |
| Whiting Petroleum Corp | 2.9 | $13M | 496k | 26.14 | |
| Vermilion Energy (VET) | 2.8 | $13M | 516k | 24.69 | |
| Northern Oil & Gas | 2.6 | $12M | 4.3M | 2.74 | |
| Magnolia Oil & Gas Corp magnolia oil & gas corp (MGY) | 2.5 | $11M | 954k | 12.00 | |
| Bonanza Creek Energy I | 2.3 | $10M | 456k | 22.69 | |
| Carrizo Oil & Gas | 2.0 | $8.9M | 710k | 12.47 | |
| Talos Energy (TALO) | 1.4 | $6.5M | 243k | 26.56 | |
| Halcon Res | 0.2 | $805k | 596k | 1.35 |
